8979becad2
- 16-01-SUMMARY.md created with all task outcomes and verification results - STATE.md updated with decisions, session info, progress bar (98%) - ROADMAP.md updated: phase 16 in-progress (1/2 summaries complete) - REQUIREMENTS.md: RPT-03 marked complete
72 lines
3.1 KiB
Markdown
72 lines
3.1 KiB
Markdown
# Requirements: SharePoint Toolbox v2.3
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**Defined:** 2026-04-09
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**Core Value:** Administrators can audit and manage SharePoint/Teams permissions and storage across multiple client tenants from a single, reliable desktop application.
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## v2.3 Requirements
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Requirements for v2.3 Tenant Management & Report Enhancements. Each maps to roadmap phases.
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### App Registration
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- [ ] **APPREG-01**: User can register the app on a target tenant from the profile create/edit dialog
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- [ ] **APPREG-02**: App auto-detects if user has Global Admin permissions before attempting registration
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- [ ] **APPREG-03**: App creates Azure AD application + service principal + grants required permissions atomically (with rollback on failure)
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- [ ] **APPREG-04**: User sees guided fallback instructions when auto-registration is not possible (insufficient permissions)
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- [ ] **APPREG-05**: User can remove the app registration from a target tenant
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- [ ] **APPREG-06**: App clears cached tokens and sessions when app registration is removed
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### Site Ownership
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- [ ] **OWN-01**: User can enable/disable auto-take-ownership in application settings (global toggle, OFF by default)
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- [ ] **OWN-02**: App automatically takes site collection admin ownership when encountering access denied during scans (when toggle is ON)
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### Report Enhancements
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- [ ] **RPT-01**: User can expand SharePoint groups in HTML reports to see group members
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- [ ] **RPT-02**: Group member resolution uses transitive membership to include nested group members
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- [x] **RPT-03**: User can enable/disable entry consolidation per export (toggle in export settings)
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- [x] **RPT-04**: Consolidated reports merge rows for the same user with identical access levels across multiple locations into a single row
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## Future Requirements
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### Site Ownership (deferred)
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- **OWN-03**: Persistent cleanup-pending list tracking sites where ownership was elevated
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- **OWN-04**: Startup warning when stale ownership entries exist from previous sessions
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## Out of Scope
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| Feature | Reason |
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|---------|--------|
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| Auto-revoke permissions | Liability risk — read-only auditing tool, not remediation |
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| Real-time ownership monitoring | Requires background service, beyond scope of desktop tool |
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| Group expansion in CSV reports | CSV format doesn't support expandable sections; consolidation covers the dedup need |
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| Custom permission scope selection for app registration | Fixed scope set covers all Toolbox features; custom scopes add complexity without value |
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## Traceability
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| Requirement | Phase | Status |
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|-------------|-------|--------|
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| APPREG-01 | Phase 19 | Pending |
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| APPREG-02 | Phase 19 | Pending |
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| APPREG-03 | Phase 19 | Pending |
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| APPREG-04 | Phase 19 | Pending |
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| APPREG-05 | Phase 19 | Pending |
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| APPREG-06 | Phase 19 | Pending |
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| OWN-01 | Phase 18 | Pending |
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| OWN-02 | Phase 18 | Pending |
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| RPT-01 | Phase 17 | Pending |
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| RPT-02 | Phase 17 | Pending |
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| RPT-03 | Phase 16 | Complete |
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| RPT-04 | Phase 15 | Complete |
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**Coverage:**
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- v2.3 requirements: 12 total
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- Mapped to phases: 12
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- Unmapped: 0
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---
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*Requirements defined: 2026-04-09*
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*Last updated: 2026-04-09 after roadmap created*
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